Stock Movers

On this episode of Stock Movers:

- Alphabet (GOOGL) falls after the Google parent forecast full year 2026 capital expenditures of up to $185 billion, far exceeding consensus estimates. Analysts said the jump in spending may concern some investors, while others said it underscored the company’s confidence with AI.

- Qualcomm (QCOM) shares drop. Qualcomm gave a lackluster revenue forecast for the current period, citing concern that component shortages will hurt consumer demand by driving prices up.

- Novo Nordisk (NVO) shares fall. This came after a report that Hims & Hers Health Inc. will begin offering a version of its new weight loss pill at a lower price. The telehealth firm will offer a copycat version of the drug starting at $49 a month through a subscription program.
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On this episode of Stock Movers:

- Alphabet (GOOGL) falls after the Google parent forecast full year 2026 capital expenditures of up to $185 billion, far exceeding consensus estimates. Analysts said the jump in spending may concern some investors, while others said it underscored the company’s confidence with AI.

- Estée Lauder Cos. (EL) tumbles after its outlook boost failed to reassure some investors about the pace of the cosmetics conglomerate’s turnaround.

- Hershey Co. (HSY) rises after offering a better-than-expected 2026 outlook as higher prices and new products bolster the candymaker’s performance.
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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Qualcomm (QCOM) shares are down after the chipmaker’s revenue forecast was weaker than expected. The company said its “near-term handsets outlook is impacted by industry-wide memory supply constraints.” Bank of America and Susquehanna downgraded the stock.

- Shares of Peloton Interactive (PTON) fell after the company provided a weaker-than-expected revenue forecast for the fiscal third quarter, disappointing investors who hoped a recent hardware revamp would spur a long-promised turnaround. It also said its chief financial officer, Liz Coddington, will be leaving the company to pursue another opportunity. Coddington will stay through March and Peloton has begun a search for her successor.
- Estée Lauder (EL) shares tumbled after its outlook boost failed to reassure investors about the pace of the cosmetics conglomerate’s turnaround. The owner of the Jo Malone and Le Labo brands expects adjusted earnings per share in the range of $2.05 to $2.25 this fiscal year, according to a statement Thursday. In October, Estée Lauder guided for that figure to be between $1.90 to $2.10.
See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:
- Alphabet (GOOG) topped projections for quarterly revenue and outlined an ambitious capital spending plan, far surpassing predictions, leveraging its growth to build out the data centers and infrastructure needed to lead in the AI age. Google’s parent company said capital expenditures will reach as much as $185 billion this year, compared with the $119.5 billion analysts expected. Fourth-quarter sales, excluding partner payouts, were $97.23 billion, surpassing the $95.2 billion average estimate, according to data compiled by Bloomberg.
- Qualcomm (QCOM) the largest maker of smartphone processors, gave a lackluster revenue forecast for the current period, stoking concern that component shortages will hurt consumer demand by driving prices up. The shares dropped in extended trading.Sales will be $10.2 billion to $11 billion in the second quarter, which runs through March, the company said Wednesday in a statement. Profit will be about $2.55 a share, excluding certain items. Analysts, on average, estimated revenue of $11.2 billion and earnings of $2.89 a share, according to data compiled by Bloomberg.
- Estee Lauder (EL) shares are down as the beauty company’s new annual forecasts come in below the consensus estimates at the midpoint of the projected range. The stock has climbed 14% year to date, outperforming the large-cap staple index’s 12% gain, and the S&P 500’s 0.5% advance.
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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:
- Shell Plc said its fourth-quarter profit slumped, undershooting expectations as lower crude prices, a weak oil-trading performance and a struggling chemicals business dented earnings.
- Volvo Car shares plunged the most on record after the Swedish-origin automaker closed out last year with worse-than-expected earnings.
- A.P. Moller-Maersk plans to cut jobs and focus on cost discipline this year as the container giant seeks to insulate its earnings against deteriorating freight rates with Red Sea routes reopening. The shares fell.
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